Schechter Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $802K | Buy |
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|
2024
Q3 | $594K | Buy |
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|
2024
Q2 | $460K | Sell |
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|
2024
Q1 | $534K | Sell |
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|
2023
Q4 | $541K | Sell |
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|
2023
Q3 | $482K | Buy |
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|
2023
Q2 | $497K | Sell |
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|
2023
Q1 | $480K | Sell |
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|
2022
Q4 | $561K | Buy |
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|
2022
Q3 | $505K | Buy |
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|
2022
Q2 | $521K | Buy |
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|
2022
Q1 | $610K | Buy |
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|
2021
Q4 | $536K | Buy |
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